Aveo Capital Partners’s Western Asset Total Return ETF WBND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-12,410
Closed -$250K 373
2022
Q4
$250K Sell
12,410
-163,314
-93% -$3.23M 0.04% 278
2022
Q3
$3.4M Buy
175,724
+1,004
+0.6% +$21.1K 0.59% 41
2022
Q2
$3.67M Buy
+174,720
New +$3.78M 0.6% 40

Other funds holding WBND

Aveo Capital Partners's WBND Position: Q1 2023 in Review

Aveo Capital Partners sold out of Western Asset Total Return ETF (WBND) in Q1 2023, closing a stake of 12,410 shares — an estimated $250K sold.

Aveo Capital Partners first reported a position in WBND in Q2 2022 and held it in 3 quarters. The position peaked at $3.67M in Q2 2022. 23 funds tracked by Wall St. Rank hold WBND as of Q1 2023.

  • Aveo Capital Partners reported no remaining Western Asset Total Return ETF position as of Q1 2023 after selling out during the quarter.
  • Aveo Capital Partners sold 12,410 Western Asset Total Return ETF shares in Q1 2023, an estimated $250K.
  • Aveo Capital Partners first reported a position in Western Asset Total Return ETF in Q2 2022 and held it in 3 quarters.
  • Aveo Capital Partners's Western Asset Total Return ETF position peaked at $3.67M in Q2 2022.
  • 23 funds tracked by Wall St. Rank held Western Asset Total Return ETF as of Q1 2023.

Based on Aveo Capital Partners's 13F filing for Q1 2023, filed 3 May 2023.